Top 50 Financial Harvest, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 18.67% | 507.6K | $31.7M | +4.15%(+20.21K) | $55.70(+18.20%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 15.59% | 681.1K | $26.5M | +6.02%(+38.70K) | $34.98(+23.55%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 11.62% | 500.4K | $19.7M | +3.57%(+17.27K) | $29.00(+45.84%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 8.36% | 386.1K | $14.2M | +8.84%(+31.36K) | $34.74(+14.86%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.54% | 360.6K | $12.8M | +3.98%(+13.79K) | $27.86(+36.69%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.99% | 174.9K | $8.5M | -2.84%(-5.11K) | $41.30(+27.42%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.49% | 220.6K | $7.6M | +4.74%(+9.98K) | $27.97(+44.50%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 4.1% | 294.3K | $7.0M | +9.13%(+24.63K) | $24.11(+7.01%) | 2026-03-31 | |
| DXUV | DIMENSIONAL ETF TRUST | 2.59% | 74.0K | $4.4M | +18.49%(+11.55K) | $55.06(+17.59%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 2.22% | 74.2K | $3.8M | +36.85%(+19.98K) | $50.69(+0.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.74% | +55.06% |
| Top 20 Holdings Unweighted | +10.81% | +36.05% |
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